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iShares S&P 500 Value ETF
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Overview Fund Activity

646 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 240 increasing their positions, 212 reducing their positions, and 28 closing their positions.

Holders
646
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
14.79%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
1.33%
New
41
Increased
240
Reduced
212
Closed
28
Calls
$3.48M
Puts
$452K
Net Calls
+$3.02M
Net Calls Change
-$892K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$1.62B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$486M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.23B
4
AG
4
Advisor Group
Arizona
$75.2M
5
G
5
Gainplan
Michigan
$26.6M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$11.9M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$329M
3
Betterment LLC
3
Betterment LLC
New York
$145M
4
HNB
4
Huntington National Bank
Ohio
$46.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$625M
Name Market Value Shares Shares
Change 		Shares
Change %
SMC
76
Smith, Moore & Co
Missouri
$15.7M 135,638 +1,097 +0.8%
LMIM
77
Lockheed Martin Investment Management
Maryland
$15.7M 135,297 -41,200 -23%
WF
78
WealthTrust Fairport
Ohio
$15.6M 134,898 -8,188 -6%
CFA
79
Cahill Financial Advisors
Minnesota
$15.6M 134,283 +1,790 +1%
GT
80
Greenleaf Trust
Michigan
$15.4M 133,368 -13 -0%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$15.3M 131,663 +2,159 +2%
HighTower Advisors
82
HighTower Advisors
Illinois
$15.1M 130,192 +38,088 +41%
CWM
83
Cornerstone Wealth Management
Missouri
$14.8M 1,614,481 +265,767 +20%
VC
84
Vicus Capital
Pennsylvania
$14.6M 126,351 -13,043 -9%
SPC
85
Sigma Planning Corp
Michigan
$14.5M 125,045 +15,747 +14%
Two Sigma Investments
86
Two Sigma Investments
New York
$14.4M 124,300 +87,100 +234%
ANB
87
Amarillo National Bank
Texas
$14.3M 123,840 +6,639 +6%
BOH
88
Bank of Hawaii
Hawaii
$14.2M 122,918 +3,320 +3%
CIM
89
Confluence Investment Management
Missouri
$14.2M 122,869 -1,160 -0.9%
PGFC
90
Peapack-Gladstone Financial Corp
New Jersey
$13.4M 115,999 +1,447 +1%
V
91
Veritable
Delaware
$13.2M 113,798 – –
A
92
AdvicePeriod
California
$12.9M 111,352 +99,356 +828%
TPWA
93
TRUE Private Wealth Advisors
Oregon
$12.7M 108,940 -74,597 -41%
EPP
94
ETF Portfolio Partners
Kansas
$12.7M 109,552 +1,021 +0.9%
GIA
95
GHP Investment Advisors
Colorado
$12.5M 108,330 -987 -0.9%
MCM
96
MAI Capital Management
Ohio
$12.5M 107,718 +9,876 +10%
SB
97
Suntrust Banks
Georgia
$12.3M 105,906 -377 -0.4%
AA
98
Alesco Advisors
New York
$12.2M 104,913 -1,152 -1%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12M 103,439 -27,180 -21%
EDRIA
100
Edmonds Duncan Registered Investment Advisors
Kansas
$12M 103,156 +2,002 +2%
2 3
4
5 6